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Why is there a difference between the returns of the investment product and the actual investor returns? Why do we feel unsure about our investments?
Carl Richards, one of the foremost financial planners, assigns this to Behaviour Gap.
As an investor, you do things that go against the principles of successful investing.
Random transactions, no goals, seeking the highest return products, falling for marketing hype, relying on free advice from media and experts are just some of these.
As a result, you –
- Feel a challenge in taking the right investment decisions
- Find that your mutual funds are growing in all directions except UP
- Have too many schemes not knowing which one is doing what
- Lack a focused portfolio that works for you and your goals
Well, you can correct this with…
Unovest Plus brings to you all the tools and insights you need, to make your portfolio deliver better and reach your financial goals, faster.
It helps you find answers to some of the big questions, such as.
- How are my mutual fund investments doing?
- Have I chosen the right funds?
- Am I diversified enough?
- Is my asset allocation right?
- Do I need to make changes to my portfolio?
- How likely am I to meet my goals?
This information coupled with timely action-oriented alerts ensures that your investments are working hard for you.
You can use the Plus insights to make the relevant changes to your portfolio and focus it to meet your goals in a timely manner. Rest assured that your journey to your goals will be worry-free.
With Unovest Plus , you can do all of the following and more.
- Build your own financial plan, goal by goal; Simply add your goals and values, we will do the rest
- Track all your investments (equity, fixed income, retirement funds, insurance, etc.) in one place
- Track your Networth and Asset Allocation
- Allocate your investments to various goals and know gaps and track completion
- Get Mutual Fund recommendations
- Access your MF capital gains reports with grandfathering effect
- Have a 30 minutes exclusive phone discussion with the advisor on your portfolio insights
- Check alerts and notifications on FDs / SIPs / Insurance maturity and renewals
- Do online transactions in mutual funds (coming soon)
All this for a fee of just Rs. 10,000 per year plus taxes.